OUR TEAM

High-quality advisors constantly looking out for you

Jay Alava

Client Advocate

Heidi Bannerman

Client Advocate, Client Orientation Team

Joyce Black-Staley, FPQP™

Senior Client Advocate

Juliet Brown

Investment Administrator

Megan Burris

Office Manager, Event Coordinator

Alyse Creed, FPQP™

Financial Paraplanner

Hayden Elms

Client Advocate

Kurt Geldner, CEPA, MBA

Director, Business Owner Services

Lisa Gibson

Senior Investment Administrator

Glenn Joyce, CFA, CFP®

Co-CIO, Wealth Advisor

Tara Maxwell, MBA, CFP®

Director of Financial Planning and Client Engagement

Sarah McClintock, FPQP™

Executive Assistant

Haleh Moddasser, CPA

Managing Partner, Senior Wealth Advisor

Dennis Stearns, CFP®, ChFC, MS

Founding Partner, Senior Wealth Advisor

Patty Steinke, MBA

Office Manager, Event Coordinator

John Thomas, CFA, CFP®, MBA

Managing Partner, Senior Wealth Advisor

Noah Vercampt

Portfolio Analyst

Nancy Washburn, M.A., FPQP™

Lead Operations, Client Service Advocate

John Wheeler

Director of Trading

Phillip Williams, Jr. (PJ), CFA

Director of Investment Operations, Co-CIO